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Client Relationship Specialist

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#AC27963
Type: Full time

Key Responsibilities:

  • Meetings with Clients, presale discussion with Clients 
  • Set up of customers through email, communications with clients in relation to the set up requests
  • Receipt and review of client documents, creating the Client file and proper archiving of client files
  • Preparation of Client’s economic profile
  • Maintaining, inputting and updating of Client files and the clients database
  • Preparation and distribution of reports for clients (monthly and upon request), responding to clients’ queries
  • Providing information that counterparts request about ACM (KYC on ACM)
  • Preparation, coordination, receipt of required approvals, and signing of general agreements with clients and counterparties and their input in internal systems
  • Keeping record of all agreements signed by the company (general agreements, agreements related to business) as well as filing and archiving of company’s and clients’ documentation
  • Corporate actions support: provide information to the clients regarding upcoming corporate actions 
  • Processing requests for assets transfers in/out- verification of correctness of instructions provided; collection of approvals, control of execution.
  • Monitoring of incoming / outgoing correspondence of the company and its further proper distribution to responsible units
  • Communicate with Front office, Compliance, Legal and other departments 
  • Reviewing and making recommendations on how to improve the set up procedures of ACM and providing solutions for efficiencies that will increase the customer service of ACM
  • Any other project that are assigned and approved by the CEO that relate to customer support
     

Requirements:

  • University or postgraduate degree or other equivalent qualification in a field related to economics or finance, including banking and finance, or business administration, or accounting
  • Relevant experience in the Investment Industry would be considered as an advantage
  • Language proficiency (English and Russian, Greek is a plus)
  • Dynamic, self-motivated, good organizational and time management skills
  • Technical proficiency: MS Office, Internet, email, back office related systems are a plus
  • Citizenship: CY or European Union

Employment conditions:

  • Full time job
  • Working hours 9.00-18.00
  • Medical insurance for the employee
  • Paid annual holiday leave 21 working days
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